MOULTON WEALTH MANAGEMENT, INC
Top Portfolio Positions
9 positions ·
$12,441,742 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAAU |
Goldman Sachs Physical Gold ETF
|
75,094 | $3,468,591 | 27.88% | |
| GLD |
Spdr Gold Trust
|
5,378 | $2,314,099 | 18.60% | |
| XOM |
Exxon Mobil Corp
Energy
|
13,517 | $2,293,294 | 18.43% | |
| SLV |
iShares Silver Trust
|
23,994 | $1,634,951 | 13.14% | |
| CVX |
Chevron Corp
Energy
|
4,932 | $1,020,430 | 8.20% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
630 | $627,750 | 5.05% | |
| IAU |
Ishares Gold Trust
|
6,006 | $529,488 | 4.26% | |
| SPY |
Spdr S&P 500 ETF Trust
|
461 | $299,806 | 2.41% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
75 | $253,333 | 2.04% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AAAU
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,468,591 | 75,094 | Shares | Sole | 2026-04-08 | |
| 2025-09-30 | $7,044,461 | 184,797 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $5,945,766 | 181,939 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $7,084,582 | 229,423 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,884,942 | 188,317 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,453,660 | 132,680 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,142,115 | 93,095 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,766,192 | 80,318 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,607,922 | 78,704 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,447,588 | 79,060 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,966,013 | 103,257 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $898,518 | 45,960 | Shares | Sole | 2023-04-13 | |
| No 13F history on record for this holder in this stock. | ||||||